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2014 Training Modules

June 28, 2013

NOTE: This material is intended for use as a Quick Reference Guide regarding 2014 Training Modules. The information offered provides details based upon some of the most frequently asked questions. For specific details that may pertain to your situation, please contact your manager, agent-broker support, sales compliance, or consult the current version of the Medicare Marketing Guidelines as found at: 2013 Medicare Marketing Guidelines

Does CMS require annual sales training?
Yes!! Plan sponsors must ensure that all agents and brokers who sell Medicare products are trained and tested annually.

Agents and brokers must have in-depth knowledge of Medicare health and drug plans, operation and regulations in order to protect the beneficiary from misinformation and inappropriate sales. Each year CMS releases specific topics that must be covered in the training and testing materials.

But I just received training last year – are you sure I really need to do it again?
Yes, as stated above it is a CMS requirement that training is received annually, but it is also a key part of having a successful sales season. Annual training is also a required part of our certification process to be able to sell our products.

2014 Training Modules
Below is a list and high level overview of the training modules for 2014.

Awareness among sales professionals, regarding some of the most commonly misunderstood sales practices that cause questions on the part of our beneficiaries.

Sales Event Reporting

How to report Medicare Advantage and Prescription Drug plan sale events accurately, timely and in accordance with CMS Guidelines.

Tools for Compliant Selling

How to use the various tools and online systems available to our agents to assist you in quoting benefits accurately to a beneficiary. Clear communication with the beneficiary will aid you in selling in a compliant manner and help to avoid misunderstandings or agent allegations.

Product Modules

Overview

HMO Plans

Learn and understand the basic structure of the Medicare Advantage HMO plans offered for 2014.

Part D Plan Basics

Learn and understand the basic structure of the Medicare Part D benefits offered for 2014.

PPO Plans

Learn and understand the basic structure of the Medicare Advantage PPO plans offered for 2014.

SNP-HMO Plans

Learn and understand the basic structure of the Medicare Advantage SNP-HMO plans offered for 2014.